Personal Finance Tracker

Practice First: Animated Excel Dashboard – Personal Finance Tracker Dataset

The main purpose of this blog is to give you the dataset to practice building the Animated Excel Dashboard – Personal Finance Tracker. Use this practice Spreadsheet Template to follow the steps below, then customize categories, bill due dates, and goals for your needs.

How this fits your Dashboard Templates workflow

You can adapt the structure to a Google sheets dashboard or a Power BI Dashboard, and present highlights in a PowerPoint Dashboard using your existing Power Point templates. It’s part of our reusable Dashboard Templates library for creating a flexible Excel Dashboard.

What This Template Helps You Do

Use this dashboard to follow your behavior. Customize your own categories, amounts, and bill due dates. Get unpaid bill notifications, analyze income and expenses, track goal progress, and monitor annual net worth.

Unique Features

• Two Animated Objects
• Analysis for +10 types of data
• Wide Screen – Full HD
• Preview images are included
• Free Font & Icons
• Easy Customize
• All objects and database are Fully Editable

Package Includes

• Excel – XLSX format (1.2 MB)
• Four sheet tabs: Dashboard, Income & Expenses report, Goals & Assets, Pivot tables
• Instruction File
• Light Theme

Watch the Tutorial

Watch the full Animated Excel Dashboard – Personal Finance Tracker tutorial on our Other Levels YouTube Channel

Get the Dataset

Get Datasets